AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 437 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 2.18 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,419,000 | +20.4% | 492,881 | +19.9% | 0.01% | +25.0% |
| Q2 2023 | $31,913,000 | -6.7% | 411,207 | -10.9% | 0.01% | -20.0% |
| Q1 2023 | $34,194,000 | +22.0% | 461,687 | +22.7% | 0.01% | +25.0% |
| Q4 2022 | $28,028,000 | +52.4% | 376,281 | +35.4% | 0.01% | +33.3% |
| Q3 2022 | $18,386,000 | -5.1% | 277,974 | -1.9% | 0.01% | 0.0% |
| Q2 2022 | $19,372,000 | +188.3% | 283,403 | +236.9% | 0.01% | +200.0% |
| Q1 2022 | $6,719,000 | -25.2% | 84,126 | -25.3% | 0.00% | 0.0% |
| Q4 2021 | $8,983,000 | +490.2% | 112,660 | +459.8% | 0.00% | – |
| Q3 2021 | $1,522,000 | -34.3% | 20,124 | -33.9% | 0.00% | -100.0% |
| Q2 2021 | $2,315,000 | -46.4% | 30,460 | -49.1% | 0.00% | 0.0% |
| Q1 2021 | $4,318,000 | +3590.6% | 59,805 | +2817.3% | 0.00% | – |
| Q4 2020 | $117,000 | +88.7% | 2,050 | +40.9% | 0.00% | – |
| Q3 2020 | $62,000 | +34.8% | 1,455 | +29.3% | 0.00% | – |
| Q2 2020 | $46,000 | -17.9% | 1,125 | -37.1% | 0.00% | – |
| Q1 2020 | $56,000 | – | 1,788 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 511,550 | $39,875,347 | 29.64% |
| Bull Oak Capital, LLC | 259,012 | $20,189,995 | 22.09% |
| QUARRY HILL ADVISORS, LLC | 271,454 | $21,159,858 | 19.39% |
| SATOVSKY ASSET MANAGEMENT LLC | 627,397 | $48,905,634 | 16.56% |
| Creative Capital Management Investments LLC | 282,858 | $22,048,781 | 15.11% |
| Merriman Wealth Management, LLC | 3,613,772 | $281,693,543 | 14.57% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,365 | $27,388,902 | 12.89% |
| CGC Financial Services, LLC | 235,304 | $18,341,949 | 12.82% |
| Werba Rubin Papier Wealth Management | 460,374 | $35,886,117 | 12.77% |
| WMG Financial Advisors, LLC | 172,179 | $13,421,386 | 11.40% |